Purchases and Sales Made in Q2 2023 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 2023. The information is specifically focused on institutions that hold shares of Phillips 66.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-49- 1.52% |
$4.45K - $5.22K
|
3.18K
$363K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-49- 0.6% |
$4.45K - $5.22K
|
8.18K
$936K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 1.39% |
$4.54K - $5.32K
|
3.55K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 2.13% |
$4.54K - $5.32K
|
2.3K
$263K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-52- 3.4% |
$4.72K - $5.54K
|
1.48K
$169K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-53- 0.86% |
$4.81K - $5.64K
|
6.12K
$700K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-54- 0.32% |
$4.9K - $5.75K
|
16.6K
$1.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-54- 3.3% |
$4.9K - $5.75K
|
1.58K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-54- 0.47% |
$4.9K - $5.75K
|
11.4K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 18.09% |
$4.99K - $5.86K
|
249
$28.5K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-57- 87.69% |
$5.18K - $6.07K
|
8
$915
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-58- 5.56% |
$5.27K - $6.17K
|
986
$113K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-59- 2.72% |
$5.36K - $6.28K
|
2.11K
$242K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.21% |
$5.36K - $6.28K
|
4.83K
$553K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-59- 1.08% |
$5.36K - $6.28K
|
5.41K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-59- 1.96% |
$5.36K - $6.28K
|
2.95K
$338K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-64- 1.66% |
$5.81K - $6.81K
|
3.8K
$435K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-65- 1.17% |
$5.9K - $6.92K
|
5.51K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-65- 2.83% |
$5.9K - $6.92K
|
2.23K
$255K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-66- 0.46% |
$5.99K - $7.03K
|
14.2K
$1.63M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-66- 3.19% |
$5.99K - $7.03K
|
2K
$229K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-67- 2.8% |
$6.08K - $7.13K
|
2.32K
$266K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-67- 1.24% |
$6.08K - $7.13K
|
5.35K
$613K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-69- 1.17% |
$6.27K - $7.35K
|
5.81K
$664K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-70- 2.44% |
$6.36K - $7.45K
|
2.8K
$320K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-71- 1.45% |
$6.45K - $7.56K
|
4.84K
$554K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-71- 0.96% |
$6.45K - $7.56K
|
7.36K
$842K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-71- 1.24% |
$6.45K - $7.56K
|
5.64K
$645K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-72- 0.55% |
$6.54K - $7.67K
|
13K
$1.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-72- 2.35% |
$6.54K - $7.67K
|
2.99K
$342K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-73- 0.98% |
$6.63K - $7.77K
|
7.35K
$841K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-74- 0.41% |
$6.72K - $7.88K
|
17.9K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-74- 4.96% |
$6.72K - $7.88K
|
1.42K
$162K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-75- 1.08% |
$6.81K - $7.98K
|
6.87K
$786K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-75- 0.8% |
$6.81K - $7.98K
|
9.34K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-77- 1.13% |
$6.99K - $8.2K
|
6.72K
$768K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-78- 1.54% |
$7.08K - $8.3K
|
5K
$572K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-78- 1.91% |
$7.08K - $8.3K
|
4.01K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-79- 1.57% |
$7.17K - $8.41K
|
4.95K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-79- 1.57% |
$7.17K - $8.41K
|
4.95K
$567K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-80- 0.45% |
$7.26K - $8.52K
|
17.7K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-81- 0.36% |
$7.36K - $8.62K
|
22.4K
$2.57M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-82- 1.85% |
$7.45K - $8.73K
|
4.34K
$497K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-87- 5.11% |
$7.9K - $9.26K
|
1.62K
$185K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-87- 3.92% |
$7.9K - $9.26K
|
2.13K
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-88- 2.37% |
$7.99K - $9.37K
|
3.62K
$414K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-89- 0.32% |
$8.08K - $9.47K
|
27.7K
$3.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-93- 6.64% |
$8.45K - $9.9K
|
1.31K
$150K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-97- 2.6% |
$8.81K - $10.3K
|
3.63K
$415K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-98- 2.37% |
$8.9K - $10.4K
|
4.04K
$462K
|